ENTITY

Aehr Test Systems (AEHR US)

8
Analysis
Information Technology • United States
Aehr Test Systems develops, manufactires and sells systems whicha re designed to reduce the cost of testing dynamic random access memory and other memory devices.
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•13 Jul 2024 16:21

Automotive: Rev Your Engines

I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...

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•23 Apr 2024 01:36

Hitting the Breaks: Automotive Semiconductors

Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...

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•19 Jul 2023 13:22

Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning

A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...

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•21 Oct 2024 07:08

Earnings: TSMC, ASML, AEHR, Telecom

I don’t think it’s been any secret that I’ve been a peak litho bear for quite some time. I think we are finally seeing reality hit the company and...

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•22 Jul 2024 04:25

Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions

The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...

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